See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,766 | $183,963-22.4% | $162,163-12.0% | $152,861-6.6% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.6%+7.9pp | 82.4%+13.0pp |
| Annual return | 26.14% | 150.76%-124.6pp | 115.59%-89.4pp | 345.32%-319.2pp |
| Employer contribution / active EE | $6,472 | $6,371+1.6% | $5,614+15.3% | $4,762+35.9% |
| Participant deferral / active EE | $14,865 | $8,034+85.0% | $7,298+103.7% | $5,850+154.1% |
| Admin fee / account holder | $4 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |